Form BTSF - I

Electronic Bank Transfer Form

For adding bank information so that you can make electronic or wire transfers between a U.S. bank account
and your Vanguard account

How to get started Mail the form to:

You may be able to add a bank (or savings and loan Vanguard
or credit union) online without having to use a form. P.O. Box 982901
Log on to your account at vanguard.com. From the El Paso, TX 79998-2901
menu, choose My Accounts and select Account For overnight delivery:
maintenance. Then select Bank information to add
Vanguard
a new bank.
5951 Luckett Court, Suite A1
If you choose to submit this form to add a bank, El Paso, TX 79932-1882
you’ll need to provide the following documentation:
Allow approximately one week after we receive this
•A
 voided check, preprinted deposit slip, form in good order for the bank account information
statement, or letter from the bank (see Section 2). to be added to your Vanguard account.
The bank must be a member of the ACH network.
If you plan to send wires, the bank must also be Set up automatic transfers
a member of the Federal Reserve System. If the
Once you’ve received confirmation that the bank
bank requires “for further credit to” information,
account has been linked to your Vanguard account,
attach instructions.
you can set up automatic transfers between
 ignatures of all Vanguard account owners
•S the accounts. Simply log on to your account at
(or their full agents) and bank account owners vanguard.com. From the menu, choose My
(see Section 3). Check with the bank if you Accounts and select Account maintenance,
have questions about who must sign to provide then either Automatic investment or Automatic
authorization for this service. If the appropriate withdrawal. If you need assistance, call us.
signatures aren’t provided, the bank account may
not be linked to your Vanguard account.
Important: If the name(s) on the Vanguard
account and the bank account(s) aren’t the
same, all owners must have their signatures
individually notarized.
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Form BTSF - I

Electronic Bank Transfer Form

Effective June 2020 Questions?
Use this form to add a U.S. bank account to your Vanguard Call 800-662-2739.
account so that you can easily move money between the bank account
and your Vanguard account by electronic bank transfer or wire.
PRINT IN CAPITAL LETTERS AND USE BLACK INK.

1. Vanguard account you’re adding bank account information to

List only one Vanguard account and provide the requested information for each owner or authorized
signer. If any authorized signer is acting as an agent for the account, fill in the Agent circle. Only full
agents can add bank information; limited agents aren’t permitted.
Note: Vanguard may add the bank information to other accounts that list you as an owner, including
any future accounts you open.

Vanguard account number  Enter eight or eleven digits

5 1 3 0 0 0 5 4

Account owner information

• For an individual account, only complete the first three rows.
• For a joint account or an account owned by a minor, trust, or organization, complete all five rows.

Account registration: Individual, joint, minor, trust, or organization

Individual

Authorized signer
First name MI Last name Suffix
Korey Fras

Last four digits of taxpayer ID Zip code

7 0 0 0 7 6 2 2 7

Additional authorized signer

First name MI Last name Suffix

Are you a full agent on the account listed above? Yes ● No

Note: To list additional authorized signers, trustees, or organization representatives, copy this page
to provide that information.

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Form BTSF- I

2. Bank account information

Bank routing number Enter all nine digits. Account type Fill in one circle.
You must provide
3 1 1 0 9 0 6 7 3 ● Checking Savings
this information.

You must also provide the following.

Please use the chart below to help identify what bank documentation is required.
Bank account type Required documentation
Individual, joint, or minor Provide at least one of the following. The
documentation MUST show the name(s) of the
account owner(s).
• A voided check.
• A preprinted deposit slip.
We do not accept • A bank account statement.
starter checks.
Trust or estate Provide at least one of the following. The
documentation MUST show the names of ALL
trustees or executors. If not, follow the instructions for
“Organization” below.
• A voided check.
• A preprinted deposit slip.
• A bank account statement.
Organization Provide a letter signed by a bank officer on bank
letterhead containing ALL of the following:
• Full account registration.
• Full account number.
• Name(s) of the authorized signer(s) required to
authorize debit and credit entries on behalf of the
bank account.

3. Signatures
All Vanguard and bank account owners/authorized signers must sign on the next page. If the
Vanguard account owners/authorized signers aren’t the same as the bank account owners/
authorized signers, everyone’s signature must be notarized. If the signer’s names on the bank
account and the Vanguard account don’t match exactly, the signer is required to sign with both
names and both signatures must be notarized (e.g., John Smith vs. John Smith Jr. or Jane
Smith vs. Jane Smith-Jones).
If I am/we are the owner(s)/authorized signer(s) of the Vanguard account, I/we:
• Authorize The Vanguard Group, Inc., and/or Vanguard Marketing Corporation, and any affiliates of
either (individually or collectively, “Vanguard”), to add the bank account information provided in this
form to my/our Vanguard account(s).
• Authorize Vanguard to send redemption proceeds to the bank account identified in this form as
I/we, or someone I/we have authorized, direct, or to secure payment by electronic bank transfer
of amounts invested by me/us or someone I/we have authorized.
• Agree that Vanguard will not incur any loss, liability, cost, or expense for adding bank account
information to my/our Vanguard account(s), or for sending money to, or taking money from, that
bank account if directed to do so by me/us, or someone I/we have authorized.
• Understand that this authorization may be terminated by me/us at any time by written notification
to Vanguard. The termination request will be effective as soon as Vanguard has had a reasonable
amount of time to act upon it.

Return ALL pages of this form, even if some sections are left blank.

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 Form BTSF- I

If I am/we are the owner(s) and/or authorized signer(s) of the bank account, I/we:
• Authorize The Vanguard Group, Inc., and/or Vanguard Marketing Corporation, and any affiliates of
either (individually or collectively, “Vanguard”) to make credit or debit entries (“ACH transactions”)
to my/our bank account at the direction of a Vanguard account owner or other authorized person.
• Authorize the bank to accept any such ACH transactions without responsibility for their
correctness.
• Acknowledge that the origination of ACH transactions to my/our bank account must comply with
U.S. law.
• Understand that I/we may terminate this authorization at any time by written notification to the
bank and to Vanguard. The termination will be effective as to Vanguard as soon as Vanguard has
had a reasonable amount of time to act on it.
• Represent and warrant that I am/we are the owner(s) or authorized signer(s) of the bank account
identified in this form, and that no other owner or authorized signer of the bank account is required
to sign to authorize the initiation of ACH transactions to the bank account.

Signature Today’s date mm dd yyyy

If you’re required to
have your signature \s1\ ഩ ഩ
\d1\ ʹഩ ഩ ʹ
notarized, do NOT
sign until you’re in First name required MI Last name required Suffix
the presence of a
notary public. Korey Fras

Notarization only required if the authorized signers’ names differ between the Vanguard
account and bank account, or the signers for the Vanguard account and bank account are
different individuals.
\attachment\
Acknowledgment of signature
State of County of
and

Date

The notarization must

ഩ ഩ ʹഩ ഩ ʹ
be dated within
On the individual whose name is signed above has appeared before me,
30 days of receipt proven to be the person whose name is signed, and has acknowledged that this authorization is his/
of this document her wish.
by Vanguard.
Signature of notary public Notary seal if state requires seal

Commission expiration date mm dd yyyy

ഩ ഩ ʹഩ ഩ ʹ
(continued on the next page)

All owners of the Vanguard account and the bank account must sign in this section.

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Form BTSF - I

(continued from the previous page)

Signature Today’s date  mm dd yyyy

If you’re required to
have your signature \s2\   \d2\   –    –
notarized, do NOT
sign until you’re in First name required MI Last name required Suffix
the presence of a
notary public. Courtney C Fras

Notarization only required if the authorized signers’ names differ between the Vanguard
account and bank account, or the signers for the Vanguard account and bank account are
different individuals.
Acknowledgment of signature
State of County of
and

Date

The notarization must

    –    –
be dated within
On the individual whose name is signed above has appeared before me,
30 days of receipt proven to be the person whose name is signed, and has acknowledged that this authorization is his/
of this document her wish.
by Vanguard.
Signature of notary public Notary seal  if state requires seal

Commission expiration date  mm dd yyyy

    –    –
If you need more space for additional signatures and notarizations, provide an additional copy of this page.

Return ALL pages of this form, even if some sections are left blank.

© 2020
The Vanguard Group, Inc.
All rights reserved.
BTSF 062020

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